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State Street SPDR S&P MIDCAP 400 ETF Trust

1,363 hedge funds and large institutions have $15B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 355 increasing their positions, 482 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 45

64% more call options, than puts

Call options by funds: $499M | Put options by funds: $305M

6% more capital invested

Capital invested by funds: $14.2B → $15B (+$837M)

2% more funds holding in top 10

Funds holding in top 10: 5758 (+1)

1% more funds holding

Funds holding: 1,3461,363 (+17)

1.12% more ownership

Funds ownership: 62.73%63.84% (+1.1%)

26% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 482

Holders
1,363
Holders Change
+17
Holders Change %
+1.26%
% of All Funds
17.89%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.76%
New
87
Increased
355
Reduced
482
Closed
45
Calls
$499M
Puts
$305M
Net Calls
+$194M
Net Calls Change
+$65.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BWS
1126
Broadway Wealth Solutions
Texas
$255K
CAAS
1127
Capital Asset Advisory Services
Michigan
$254K
IWA
1128
Inspirion Wealth Advisors
Illinois
$253K
FNT
1129
First Nebraska Trust
Nebraska
$253K
UIM
1130
Unified Investment Management
Georgia
$253K
IP
1131
Investment Partners
Ohio
$253K +$24.1K +41 +11%
SF
1132
Symphony Financial
Texas
$252K
PWPS
1133
Pinnacle Wealth Planning Services
Ohio
$252K -$69.8K -119 -22%
EM
1134
Excalibur Management
Massachusetts
$252K -$14.7K -25 -6%
CG
1135
Cynosure Group
Utah
$251K
TTWM
1136
TCV Trust & Wealth Management
Virginia
$250K +$247K +420 New
MMM
1137
Mendel Money Management
Illinois
$249K -$31.1K -53 -11%
FWA
1138
FSM Wealth Advisors
Ohio
$248K
FF
1139
Financial Futures
New Jersey
$246K +$18.8K +32 +8%
BWA
1140
BlueChip Wealth Advisors
Georgia
$246K +$30.5K +52 +14%
TC
1141
Trust Company
Kansas
$245K
National Bank of Canada
1142
National Bank of Canada
Quebec, Canada
$245K +$42.3K +72 +21%
SSWM
1143
Sheets Smith Wealth Management
North Carolina
$242K
GWM
1144
Geneos Wealth Management
Colorado
$241K -$2.35M -4,005 -91%
ARA
1145
Alexander Randolph Advisory
Virginia
$241K
CC
1146
Cadinha & Co
Hawaii
$240K -$35.2K -60 -13%
HPC
1147
Hobart Private Capital
North Carolina
$240K +$26.4K +45 +13%
AZ
1148
Alpha Zero
Florida
$238K
CWM
1149
Cordatus Wealth Management
Pennsylvania
$238K
CV
1150
Counterweight Ventures
North Carolina
$238K